The Exchange has launched its upgraded service Exweb Gold, which includes all existing Exweb services as well as additional services such as in-force contract management and aggregated real-time policy valuations for pensions and bonds.
Gold users will be able to obtain contract information including a single view of each client’s policies, including details of funds attached to each contract. The Unipass-compliant solution includes real-time valuations for pensions and bonds and a price feed from Financial Express covering unit trust including Peps and Isas, individual shares and bonds, and a manual update feature for assets where electronic updates are not available. IFAs can print out reports containing in-force policy valuation information, which can also be exported as a data file. First providers to support ...
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